Fintech Stacks

JPMorgan just dropped $100 million onto a public Ethereum blockchain — and that's just one of three fintech stories that broke today while Trump and the world's top CEOs flew to Beijing. We break down what BitGo's messy-but-meaningful first earnings report actually tells us about stablecoin infrastructure, and why the Apex-Plaid partnership might be the most underrated move in brokerage tech this year. The plumbing is getting upgraded. Here's what it means for your money.

Robinhood just filed for a second venture fund — and if Fund I's 119% return is any indication, retail investors are going to line up fast. eToro crushed earnings estimates by 28% and still dropped 7% because crypto volumes cratered. And Sezzle locked in $300 million at nearly 300 basis points cheaper than two years ago. We break down what all three moves mean and why the underlying themes connect more than they look like at first glance.

Three major fintech moves dropped on the same Monday — and none of them were planned together. We break down Wise's Nasdaq debut and what it means for the US cross-border payments market, Circle's mixed earnings and the $222M Arc token raise backed by BlackRock and Apollo, and SoFi's acquisition of PrimaryBid, a UK fintech that was worth $190M three years ago and just got scooped up at a steep discount. It's a lot. Let's get into it.

This week's fintech news didn't wait for Monday. Ramp is reportedly raising $750 million at a $40 billion-plus valuation — and the numbers behind it are genuinely hard to ignore. Kraken's parent Payward just dropped $600 million on a Hong Kong stablecoin payments company as it sprints toward an IPO. And SoFi quietly acquired an AI-powered trading platform that could change how its 14 million members invest. We break all three down — what it means, why it matters, and what to watch next.

Three of fintech's biggest names reported earnings on the same Thursday night and the results could not have been more different. We break down why Block's AI restructuring is actually working, what Coinbase's brutal miss means for crypto-dependent business models, and how Affirm keeps beating a Street that should know better by now.

Chime dropped its first GAAP profit as a public company today — and immediately authorized a $200M buyback. NerdWallet beat estimates by a penny and quietly held its ground. And Ibotta just landed a multi-year exclusive deal with Uber that could change how the entire promotions industry moves money. Three earnings, three very different stories, one very stacked Wednesday in fintech.

Bullish just dropped the biggest crypto acquisition in history — $4.2 billion for Equiniti, the firm that literally keeps the shareholder records for 2,500 public companies. We break down why this is the most important fintech infrastructure move in years. Plus: Shopify crushed Q1 with its first-ever $100B GMV quarter and still fell 15%, and PayPal beat estimates while announcing the slowest, most confidence-draining restructuring plan in recent memory. It's a lot for a Tuesday.

The fintech shift everyone's been talking about isn't coming — it's here. This episode breaks down Galaxy Digital's monster April, why FIS and Anthropic teaming up on financial crime compliance is a bigger deal than it sounds, and how Circle just scored two regulatory wins in one day. AI and stablecoins are rewriting the rulebook in real time. We've got the receipts.

This week, three fintech moves happened quietly over the weekend — and each one is a bigger deal than the headlines suggest. We break down how Nubank launched US banking products without its OCC charter by teaming up with Lead Bank, why Meta's USDC creator payouts are a watershed stablecoin moment, and what Bakkt's DTR acquisition actually means for the future of cross-border settlement. Pour something and hit play.

Yesterday was a big one. Mastercard crushed Q1 earnings and dropped agentic commerce signals that Wall Street is still processing. Riot Platforms officially became a data center company — and it's selling Bitcoin to pay for it. And Shopify quietly filed to become a money transmitter in all 50 states. We break down what all three moves mean for the fintech stack and why the next 90 days could be decisive for each of these names.